Vilga Financial Planning LLC

Q1 2026 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
3/31/2026
Date filed
6/22/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$111,944
Net value change ($000)
+7,553 (7.2%)
New positions
6
Sold out positions
4
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 3,943 192.1%
VTV 2,654 NEW
VEA 1,635 8.7%
ICSH 1,202 43.0%
IJH 759 18.2%
VWO 447 8.8%
XLE 358 NEW
VBR 283 NEW
VOE 267 NEW
MRK 232 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHJ -1,536 -100.0%
MSFT -737 -27.6%
XLK -287 -7.7%
NVDA -284 -6.5%
ORCL -262 -100.0%
AAPL -237 -6.7%
PLTR -236 -100.0%
AMZN -211 -10.0%
DIS -203 -100.0%
TSLA -167 -17.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type